Testimonial 03

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Warren MacKenzie – Zen and the Art of Wealth. In Zen and the Art of Wealth, veteran financial planner Warren MacKenzie dishes up homespun wisdom about planning and investing during a weekend his character Alex spends with an old friend, Dave, who’s business is failing, plunging him into despair.
Mr. MacKenzie is among the more popular contributors to the Globe and Mail’s Financial Facelift because he encourages people to enjoy their lives rather than becoming slaves to their financial goals.

As the story unfolds, the two men – both in their early 60s with spouses and children – talk, cook, drink, sit by the fire and labour to lengthen the limestone fence encircling the Alex’s farm. Dave is torn by indecision whether to give up his business or mortgage his family’s home. Alex keeps asking questions, offering financial planning lessons at every opportunity.

But while Dave laments and Alex expounds about investing, Alex is digging for something deeper. He’s leading Dave in the direction of self-knowledge and of letting go of his troubles through the practice of Zen. The overall effect is calming and informative. Mr. MacKenzie is combining a lifetime of financial planning and investing experience with a possible road to happiness through Zen.

No doubt this book will appeal to the baby boom generation, many of whom have accumulated enough wealth to worry about and are familiar with the concepts of Zen Buddhism. Even without the philosophy, the investment and financial planning advice Mr. MacKenzie conveys in this little book – and the appendices at the end – is truly valuable.

Financial Facelift Editor – Globe and Mail